Enable Customers to View and Create CPQ Quotes From a Redwood Sales Account

Currently, Quotes in Redwood Sales can only be viewed and managed from the context of an Opportunity. This feature will now surface Quote data into the Sales Account through the foldout panel, subview, and smart action, and allow sellers to view and create Quotes directly from the Account.

Quotes are typically associated with Opportunities, but there are many valid cases where a quote can be created and managed without an Opportunity. This feature extends how quotes can be managed, and it is now possible for the sales organization to view, create, and edit quotes from an account (without being tied to an opportunity record).

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• An active CPQ install is required for the feature to be fully functional.
• Follow the Extending Digital Sales guide on how to manage and customize Foldout panels and expose Smart Actions for the user.